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CRM ⇄ Human resources

HubSpot to Namely integration — real-time, two-way sync

Keep HubSpot and Namely in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect HubSpot and Namely

Keep the people who own accounts in HubSpot in step with the workforce records in Namely, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

HubSpot runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Namely. Namely is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Ticket, Quote, Goal, Owner in HubSpot with Groups, Teams, Reports, Profile Fields in Namely field by field, in real time, and in both directions. You decide which system owns which fields, so Namely stays authoritative on roles and org structure while HubSpot keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Sync HubSpot Tickets with an internal support database to unify service reporting across channels.
  • 02 Push product signup and usage events into HubSpot contact properties to drive lifecycle marketing segmentation.
  • 03 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.
  • 04 Provision or deprovision accounts in an IdP or directory when a Profile's user_status or start_date changes, and write the resulting user ID and email back onto the Profile.

Common sync patterns

New team members provisioned when they are hired

When Namely records a new hire, a matching user or owner is created in HubSpot, so a new rep can start working accounts without waiting on a manual setup ticket.

Ownership and territory follow the org chart

When a person changes team, manager, or region in Namely, their accounts and territory assignments in HubSpot update to match, so pipeline stays with the right owner.

Deactivate access when someone leaves

When Namely marks a worker as departed, the matching user in HubSpot is flagged or deactivated, so former employees do not keep CRM access after their last day.

What you can sync between HubSpot and Namely

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

HubSpot objects Namely objects How this pairing syncs
Quote Synced with incremental and full sync per the Stacksync docs. Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Quote is specific to HubSpot and Groups to Namely — each maps to any object or custom field on the other side.
Goal Synced with incremental and full sync per the Stacksync docs. Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. Goal is specific to HubSpot and Teams to Namely — each maps to any object or custom field on the other side.
Owner Synced with incremental and full sync per the Stacksync docs. Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Owner is specific to HubSpot and Reports to Namely — each maps to any object or custom field on the other side.
Pipeline Synced with incremental and full sync per the Stacksync docs. Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Pipeline is specific to HubSpot and Profile Fields to Namely — each maps to any object or custom field on the other side.
Stages Synced with incremental and full sync per the Stacksync docs. Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. Stages is specific to HubSpot and Events to Namely — each maps to any object or custom field on the other side.
Audit Synced with incremental and full sync per the Stacksync docs. Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Audit is specific to HubSpot and Profiles to Namely — each maps to any object or custom field on the other side.

How changes propagate between HubSpot and Namely

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

HubSpot Namely Sub-second propagation

DetectionHubSpot pushes changes as they happen — webhook events backed by change data capture. Records: incremental near-real-time change tracking.

DeliveryEach detected change is written to Namely through its API, with automatic retries and rate-limit backoff.

Namely HubSpot Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

DeliveryEach detected change is written to HubSpot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • HubSpot: Request limits vary by subscription tier and API type.
  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
What ships with HubSpot ⇄ Namely

Connect HubSpot and Namely for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every HubSpot–Namely connection.

Real-time

Two-way sync

Changes in HubSpot or Namely instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever HubSpot or Namely data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single HubSpot or Namely record.

Observability

Monitoring

Track your HubSpot ⇄ Namely sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between HubSpot and Namely.

How the HubSpot and Namely connectors work

HubSpot

Integration surface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Records: incremental near-real-time change tracking. Associations: HubSpot has no native association CDC
Capabilities
read · write · CDC · webhooks
Rate limits
Request limits vary by subscription tier and API type.
HubSpot setup guide

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
How it works

How to connect HubSpot to Namely — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate HubSpot and Namely with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    HubSpot connected
    Namely connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the HubSpot and Namely objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · HubSpot ⇄ Namely
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    HubSpot Namely
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

HubSpot and Namely integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 433 integrations available for HubSpot and Namely.

Popular · 7 of 433
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